'broadly in line'
Well its more so 'ass covering language'. They are obviously unsure, although there is obviously some form of a blowout. But you're right 10% would be a serious concern. Could be something on the FOREX too as we don't know the exchange rate that was budgeted from the $US250m blowout loan.
My guess is as good as yours, but I'd assume it isn't too material.
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